Mary is a Senior Vice President and Wealth Advisor in Central Texas. Mary has been a professional in the field of High Net Worth Client Advice for over 35 years. She has been passionate about helping clients achieve their financial goals through transparency and fiduciary investment advice with the trust team and officers at Moody.
As your dedicated wealth advisor with over 35 years of experience, Mary has specialized, in assisting business owners, individuals, family offices, and nonprofits in developing a tailored wealth and estate plan strategy based on the client's values around family, philanthropy, and wealth.
“Watching businesses, families, and legacies grow is an awesome and extremely rewarding responsibility that I embrace with thoughtful care.”
Mary’s advice for new customers is:
“Trust is the most important attribute when selecting a bank and a dedicated advisor. As your wealth advisor, I first gain a deep understanding of your priorities and values as well as the purpose of your wealth. Then, together we develop tailored strategies to help you achieve your targeted outcomes and protect your wealth. We also offer strategies to help you leave a lasting, meaningful legacy for the people and causes you love. At Moody Bank, our roots run deep and we have been building relationships across Texas since 1907. New clients can count on us as one of the oldest and largest privately-owned Texas-based banks.”
Mary is a graduate of The Ohio State University with a Bachelor of Science degree. She has completed additional Executive Development programs at the Wharton School of Business Executive Program and Harvard Executive Case Study Program. She holds several securities licenses, as well as a Texas Life and Health Insurance license. Mary is a Certified Wealth Strategist (CWS), Asset Information and Measurement Specialist (AIM), Certified Retirement Planning Counselor (CRPC), and Six Sigma Black Belt. Mary lives in Martindale with her family. Mary has been a competitive water skier for decades. She is currently a Nationally ranked Slalom water skier, and shares her passion for fun on the water with all.
